crm3

Clicking Add Template on the Feedback Templates screen displays the Add Feedback Template screen, as shown in the following illustration. Feedback Templates that you create are then displayed on the Feedback Templates list within the Feedback Templates screen. Follow the steps below to add Feedback Templates to CRM3®^™".

1. Enter a name for the new Feedback Template in the Name text field.
2. Select the Automatically Add to All Contacts checkbox to associate the new Feedback Template with all of your Contacts.
3. Select either the Global radio button to apply the new Feedback Template globally across your organization or select the Project radio button to select individual or multiple Projects from the Projects list with which to associate the new Feedback Template.
4. Add Feedback Items, as necessary, to the Feedback Template by entering a name for the Item in the Feedback Items text field and clicking Add.
5. Click Remove for a Feedback Item that you determine is unnecessary to remove it from the Feedback Template.
6. Click Save to save the Feedback Template to the system. It will now be displayed on the Feedback Templates list within the Feedback Templates screen.
7. Click Cancel to exit this screen without adding a Feedback Template.